Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-6,084
Closed -$640K 1677
2023
Q3
$640K Sell
6,084
-1,606
-21% -$180K ﹤0.01% 983
2023
Q2
$933K Sell
7,690
-502
-6% -$55.1K ﹤0.01% 897
2023
Q1
$896K Sell
8,192
-59
-0.7% -$6.24K ﹤0.01% 902
2022
Q4
$753K Buy
8,251
+1,363
+20% +$125K ﹤0.01% 956
2022
Q3
$593K Sell
6,888
-2
-0% -$212 ﹤0.01% 1017
2022
Q2
$760K Buy
6,890
+4,377
+174% +$503K ﹤0.01% 864
2022
Q1
$297K Buy
2,513
+499
+25% +$63.9K ﹤0.01% 1205
2021
Q4
$309K Sell
2,014
-384
-16% -$60.1K ﹤0.01% 1237
2021
Q3
$337K Sell
2,398
-1,508
-39% -$216K ﹤0.01% 1182
2021
Q2
$557K Buy
3,906
+15
+0.4% +$2.09K ﹤0.01% 983
2021
Q1
$519K Sell
3,891
-1,214
-24% -$160K ﹤0.01% 981
2020
Q4
$581K Sell
5,105
-1,080
-17% -$111K ﹤0.01% 973
2020
Q3
$568K Sell
6,185
-94
-1% -$9K ﹤0.01% 919
2020
Q2
$540K Buy
6,279
+835
+15% +$64.8K ﹤0.01% 906
2020
Q1
$404K Buy
5,444
+1,022
+23% +$102K ﹤0.01% 996
2019
Q4
$498K Buy
4,422
+177
+4% +$19K ﹤0.01% 852
2019
Q3
$421K Sell
4,245
-163
-4% -$18K ﹤0.01% 1028
2019
Q2
$534K Sell
4,408
-2,060
-32% -$221K ﹤0.01% 953
2019
Q1
$595K Buy
+6,468
New +$546K ﹤0.01% 891

Other funds holding JBTM